Learning Objectives
After completing this unit, you'll be able to:
- Choose a good first use case.
- Define guardrails for an agent.
- Plan who owns the agent after launch.
Pick a First Use Case
The best first agent does one job well. Look for work that is frequent, well understood, and low risk, like answering order status questions or prepping a rep for a call.
Good first use case = frequent + well understood + low risk + easy to measureQuick Check
Which is the strongest first use case?
Define Guardrails
Guardrails keep an agent on task. Decide what it may do, what it must never do, and when it hands off to a person.
- Scope: the topics it handles, and nothing else.
- Limits: actions it may take without approval.
- Handoff: when it brings in a person, and how.
Warning
Never give an agent an action you wouldn't give a new employee on day one without review.
Plan for Ownership
Agents need owners after launch. Name who reviews conversations, who updates instructions, and who measures results. Then test with real requests before you go live.
Resources
Quiz
To complete this unit, you need to answer all the quiz questions correctly.
+100 Points
1What makes a good first agent use case?
2Which is a guardrail?